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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,792 | $217,432-50.0% | $185,849-41.5% | $167,536-35.1% |
| Participation rate | 88.2% | 86.1%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 30.14% | 148.42%-118.3pp | 122.10%-92.0pp | 478.82%-448.7pp |
| Employer contribution / active EE | $1,644 | $5,875-72.0% | $5,169-68.2% | $4,839-66.0% |
| Participant deferral / active EE | $4,225 | $6,357-33.5% | $5,569-24.1% | $6,342-33.4% |
| Admin fee / account holder | $340,846 | $19,818+1619.8% | $16,244+1998.3% | $12,315+2667.8% |